Belpointe Asset Management LLC Jpmorgan Chase & CO Transaction History

Belpointe Asset Management LLC

$1.69 Billion
Q1 2025

A detailed history of Belpointe Asset Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Belpointe Asset Management LLC holds 40,435 shares of JPM stock, worth $10.8 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

40,435

Previous 40,064 0.93%

Holding current value

$10.8 Million

Previous $9.6 Million 3.28%

% of portfolio

0.59%

Previous 0.63%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 20, 2025	BUY	$225.19 - $279.95 $83,545 - $103,861	371 Added 0.93%	40,435 $9.92 Million
Q4 2024 Feb 13, 2025	SELL	$205.18 - $250.29 $363,989 - $444,014	-1,774 Reduced 4.24%	40,064 $9.6 Million
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $992,820 - $1.15 Million	5,094 Added 13.86%	41,838 $8.82 Million
Q2 2024 Aug 02, 2024	BUY	$180.08 - $204.79 $120,473 - $137,004	669 Added 1.85%	36,744 $7.43 Million
Q1 2024 May 08, 2024	BUY	$167.09 - $200.3 $632,268 - $757,935	3,784 Added 11.72%	36,075 $7.23 Million
Q4 2023 Feb 13, 2024	BUY	$135.69 - $170.3 $96,204 - $120,742	709 Added 2.24%	32,291 $5.49 Million
Q3 2023 Nov 15, 2023	SELL	$143.21 - $158.0 $159,679 - $176,170	-1,115 Reduced 3.41%	31,582 $4.58 Million
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $5.47 Million - $6.25 Million	-42,943 Reduced 56.77%	32,697 $4.76 Million
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $11,866 - $13,661	-95 Reduced 0.13%	75,640 $9.86 Million
Q4 2022 Feb 08, 2023	BUY	$101.96 - $137.84 $1.27 Million - $1.72 Million	12,465 Added 19.7%	75,735 $10.2 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $302,139 - $1.76 Million	-14,575 Reduced 18.72%	63,270 $6.61 Million
Q2 2022 Aug 02, 2022	BUY	$112.61 - $135.91 $3.19 Million - $3.85 Million	28,336 Added 57.23%	77,845 $8.61 Million
Q1 2022 Apr 28, 2022	BUY	$128.3 - $168.44 $1.11 Million - $1.45 Million	8,621 Added 21.08%	49,509 $6.75 Million
Q4 2021 Feb 15, 2022	BUY	$153.94 - $171.78 $232,141 - $259,044	1,508 Added 3.83%	40,888 $6.48 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $328,037 - $372,699	2,232 Added 6.01%	39,380 $6.16 Million
Q2 2021 Aug 09, 2021	BUY	$147.37 - $166.44 $867,714 - $979,998	5,888 Added 18.84%	37,148 $5.78 Million
Q1 2021 May 14, 2021	SELL	$125.65 - $157.65 $385,117 - $483,197	-3,065 Reduced 8.93%	31,260 $4.76 Million
Q4 2020 Feb 16, 2021	SELL	$96.54 - $127.07 $1.41 Million - $1.85 Million	-14,587 Reduced 29.82%	34,325 $4.36 Million
Q3 2020 Nov 13, 2020	SELL	$91.28 - $103.82 $883,772 - $1.01 Million	-9,682 Reduced 22.28%	33,771 $3.04 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $1.38 Million - $1.57 Million	15,141 Added 44.83%	48,912 $4.29 Million
Q2 2020 Jul 20, 2020	BUY	$84.03 - $113.45 $813,578 - $1.1 Million	9,682 Added 28.67%	43,453 $4.09 Million
Q1 2020 Jul 20, 2020	BUY	$79.03 - $141.09 $69,704 - $124,441	882 Added 2.68%	33,771 $3.04 Million
Q4 2019 Feb 18, 2020	BUY	$111.82 - $139.4 $95,829 - $119,465	857 Added 2.68%	32,889 $4.59 Million
Q3 2019 Jan 16, 2020	SELL	$104.8 - $120.23 $381,472 - $437,637	-3,640 Reduced 10.2%	32,032 $3.77 Million
Q2 2019 Nov 22, 2019	SELL	$104.64 - $116.12 $10,882 - $12,076	-104 Reduced 0.29%	35,672 $0
Q1 2019 Jun 11, 2019	BUY	$97.11 - $107.19 $174,506 - $192,620	1,797 Added 5.29%	35,776 $3.62 Million
Q4 2018 Mar 06, 2019	BUY	$92.14 - $115.32 $346,446 - $433,603	3,760 Added 12.44%	33,979 $3.32 Million
Q3 2018 Nov 23, 2018	BUY	$103.61 - $118.63 $574,828 - $658,159	5,548 Added 22.49%	30,219 $3.41 Million
Q2 2018 Aug 06, 2018	BUY	$103.24 - $114.29 $633,377 - $701,169	6,135 Added 33.1%	24,671 $2.57 Million
Q1 2018 Aug 06, 2018	BUY	$107.01 - $118.77 $170,573 - $189,319	1,594 Added 9.41%	18,536 $2.04 Million
Q4 2017 Feb 15, 2018	SELL	$95.86 - $107.83 $274,159 - $308,393	-2,860 Reduced 14.44%	16,942 $1.81 Million
Q3 2017 Nov 16, 2017	BUY	$88.42 - $95.51 $1.75 Million - $1.89 Million	19,802	19,802 $1.89 Million

Others Institutions Holding JPM

# of Institutions

5,185

Shares Held

1.99B

Call Options Held

24M

Put Options Held

26.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $781B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.

Account

Belpointe Asset Management LLC Jpmorgan Chase & CO Transaction History